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Csenge Advisory Group’s HEICO Corp HEI Stock Holding History

Csenge Advisory Group’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$383K Sell
1,396
-7
-0.5% -$2.25K 0.02% 500
2025
Q4 		$454K Buy
1,403
+10
+0.7% +$3.16K 0.02% 460
2025
Q3 		$450K Sell
1,393
-126
-8% -$40.1K 0.02% 444
2025
Q2 		$455K Buy
1,519
+1
+0.1% +$277 0.02% 450
2025
Q1 		$372K Sell
1,518
-432
-22% -$105K 0.02% 474
2024
Q4 		$464K Buy
1,950
+25
+1% +$6.48K 0.03% 443
2024
Q3 		$510K Buy
1,925
+202
+12% +$48.9K 0.03% 414
2024
Q2 		$385K Sell
1,723
-79
-4% -$16.7K 0.02% 471
2024
Q1 		$344K Sell
1,802
-6
-0.3% -$1.11K 0.02% 515
2023
Q4 		$323K Sell
1,808
-16
-0.9% -$2.71K 0.02% 508
2023
Q3 		$295K Sell
1,824
-9
-0.5% -$1.53K 0.02% 493
2023
Q2 		$324K Sell
1,833
-43
-2% -$7.25K 0.02% 477
2023
Q1 		$321K Sell
1,876
-103
-5% -$17.3K 0.02% 456
2022
Q4 		$304K Buy
1,979
+138
+7% +$21.5K 0.02% 459
2022
Q3 		$265K Buy
+1,841
New +$276K 0.02% 497
2022
Q2 		– Sell
-1,400
Closed -$215K – 618
2022
Q1 		$215K Buy
+1,400
New +$203K 0.02% 585
2018
Q4 		– Sell
-375
Closed -$30K – 717
2018
Q3 		$30K Buy
+375
New +$30.8K 0.01% 333

Other funds holding HEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Csenge Advisory Group's HEI Position: Q1 2026 in Review

Csenge Advisory Group reduced its HEICO Corp (HEI) stake by 0.5% in Q1 2026, selling an estimated $2.25K and leaving 1,396 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #500.

Csenge Advisory Group first reported a position in HEI in Q3 2018 and has held it in 17 quarters since. The position peaked at $510K in Q3 2024. 737 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • Csenge Advisory Group held 1,396 shares of HEICO Corp worth $383K as of Q1 2026.
  • Csenge Advisory Group sold 7 HEICO Corp shares in Q1 2026, an estimated $2.25K.
  • HEICO Corp made up 0.02% of Csenge Advisory Group's portfolio in Q1 2026, its #500 holding.
  • Csenge Advisory Group first reported a position in HEICO Corp in Q3 2018 and has held it in 17 quarters since.
  • Csenge Advisory Group's HEICO Corp position peaked at $510K in Q3 2024.
  • 737 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.